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Sponsor portfolio

SUMO LOGIC, INC.

EIN 27-2234444-computer software-Latest filing 2025
Plans
2
Retirement
1
$56.0M assets
Welfare
1
$8.9M premiums
Participants
1,108
855 MAIN STREET, STE 100 - REDWOOD CITY, CA 94063650-395-7540sumologic.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$56.0M - 658 part#501Fully Insured-$8.9M - 1,005 lives

Benefits portfolio analytics

1 plan / $8.9M premiums / 1,005 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.4M
  • Vision$7.9M
  • Prescription drug$844K
  • Dental$515K
  • Other$472K
  • Life$468K
  • +2 more
Total $8.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA1%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • +1 more
Total $8.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
  • ANTHEM INSURANCE COMPANIES, INC.0%
Total $395K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN

401k

Assets$56.0M
Participants658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMO LOGIC, INC. WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.9M
Covered lives1,005
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN401k$56.0M6582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMO LOGIC, INC. WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$8.9M1,0052024
Retirement plans
Welfare plans
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